| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.07% |
| NAV | ₹60.2 (18 Jul 2019) |
|---|---|
| Fund Started | 24 Oct 2005 |
| Fund Size | ₹4,329 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 10.0% |
| ICICI Bank Ltd. | Financial | Equity | 9.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 6.6% |
| State Bank of India | Financial | Equity | 5.3% |
| ITC Ltd. | FMCG | Equity | 5.1% |
| Infosys Ltd. | Technology | Equity | 4.9% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.8% |
| Reliance Industries Ltd. | Energy | Equity | 4.3% |
| National Thermal Power Corp. Ltd. | Energy | Equity | 3.6% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.6% |
Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.
Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.
They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.
Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.